Presenting: Shannon Williams, RBC & Stephen McCotter, RBC Easing the Burden – Working with Trust Companies Our presentation will focus on the estate and trust services provided by trust companies along with the pros/cons of working with them and the professionals involved. Bios: Shannon Williams, […]
AGM plus a tax discussion by Erin Podio 2021 Tax Update: A brief summary of recent income tax developments of interest for estate and trust practitioners including a discussion of proposed tax measures in the 2021 federal budget. BIO As a Partner in Grant Thornton’s […]
“Understanding capacity and determining a lack of capacity are complex concepts that can impact a person’s ability to manage their affairs. This presentation will provide a refresher of fundamental concepts in how capacity is defined and what levels of capacity are required to manage property, […]